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- Tasks: Support an IFA practice with client reviews, valuations, and new business processing.
- Company: Leading financial consultancy in Edinburgh with a diverse and inclusive culture.
- Benefits: Opportunity to grow in a supportive environment with a focus on teamwork.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Prior experience as an IFA Administrator is essential.
- Other info: Be part of a workplace that values diversity and inclusion.
The predicted salary is between 28800 - 43200 £ per year.
A leading financial consultancy in Edinburgh is seeking an experienced Financial Services Administrator to support an IFA practice. The role includes:
- Client reviews
- Preparing valuations and illustrations
- Processing new business and renewals
- Assisting with research and report writing
Candidates must have prior experience as an IFA Administrator for a successful application. This position offers an opportunity to be part of a diverse and inclusive workplace.
IFA Administrator – Client Reviews & Valuations (Edinburgh) employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator – Client Reviews & Valuations (Edinburgh)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in IFA practices. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of client reviews and valuations. We recommend practising common interview questions related to these topics so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator role! We make it easy for you to showcase your skills and experience directly to the hiring team.
We think you need these skills to ace IFA Administrator – Client Reviews & Valuations (Edinburgh)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA Administrator. We want to see how your skills match the role, so don’t be shy about showcasing your client reviews and valuations expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team in Edinburgh. Share specific examples of your past work that relate to client reviews and report writing.
Showcase Your Attention to Detail: In financial services, details matter! When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their application is polished and professional.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about our diverse and inclusive workplace!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific duties of an IFA Administrator. Familiarise yourself with client reviews, valuations, and the processes involved in new business and renewals. This will show that you're not just a candidate, but someone who understands the role inside out.
✨Showcase Your Experience
Since prior experience as an IFA Administrator is crucial, be ready to discuss your past roles in detail. Prepare examples of how you've successfully handled client reviews or processed valuations. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements.
✨Research the Company
Take some time to learn about the financial consultancy you're interviewing with. Understand their values, culture, and any recent news or developments. This will help you tailor your responses and demonstrate that you're genuinely interested in being part of their diverse and inclusive workplace.
✨Prepare Questions
Interviews are a two-way street, so come prepared with thoughtful questions. Ask about the team dynamics, opportunities for professional development, or how they approach client relationships. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
